iShares S&P 500 Value Index shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Prosperity Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $12M | 64k | 190.88 |
| 2024-09-30 | $14M | 73k | 197.17 |
| 2024-06-30 | $15M | 81k | 182.01 |
| 2024-03-31 | $16M | 88k | 186.81 |
| 2023-12-31 | $15M | 83k | 173.89 |
| 2023-09-30 | $12M | 80k | 153.84 |
| 2023-06-30 | $13M | 78k | 161.19 |
| 2023-03-31 | $11M | 73k | 151.76 |
| 2022-12-31 | $10M | 72k | 145.14 |
| 2022-09-30 | $9.2M | 72k | 128.52 |
| 2022-06-30 | $11M | 64k | 166.29 |
| 2022-03-31 | $11M | 64k | 171.14 |
| 2021-12-31 | $9.9M | 64k | 156.64 |
| 2021-09-30 | $8.3M | 57k | 145.42 |
| 2021-06-30 | $8.1M | 55k | 147.64 |
| 2021-03-31 | $6.9M | 49k | 141.24 |
| 2020-12-31 | $5.4M | 43k | 128.02 |